Martin Jensen signed Porter Scott, a Professional Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Porter Scott, a Professional Corporation's EIN is 94-2515991.
Download the official 2024 Form 5500 (PDF) for Porter Scott, a Professional Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Porter Scott, a Professional Corporation's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RETAINED BY EMPLOYER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | RETAINED BY EMPLOYER | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GG CAP GROUP 2020 TD TRUST CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $4.0M | 16.7% | |
| GG CAP GROUP 2040 TD TRUST CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $2.4M | 10.3% | |
| GG CAP GROUP 2035 TD TRUST CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $2.3M | 9.7% | |
| GG CAP GROUP 2045 TD TRUST CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $2.2M | 9.2% | |
| GG CAP GROUP 2030 TD TRUST CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.6% | |
| Vanguard Treasury Money Market Index Mutual Fund - | Mutual Funds | — | — | $1.6M | 6.6% | |
| NT SP 500 IDX NONLEND TIER 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $1.1M | 4.7% | |
| JP Morgan Large Growth R6 Mutual Fund - | Other securities | — | — | $912K | 3.8% | |
| GG CAP GROUP 2050 TD TRUST CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $887K | 3.7% | |
| GG CAP GROUP 2015 TD TRUST CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $811K | 3.4% | |
| Vanguard Equity Income Fund Admiral Mutual Fund - | Mutual Funds | — | — | $636K | 2.7% | |
| GG CAP GROUP 2025 TD TRUST CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $602K | 2.5% | |
| BlackRock Total Return Fund Mutual Fund - | Other securities | — | — | $592K | 2.5% | |
| GG CAP GROUP 2060 TD TRUST CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $519K | 2.2% | |
| GG CAP GROUP 2055 TD TRUST CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 000 | Common Collective Trust | — | — | $503K | 2.1% | |
| PIMCO Income Fund Institutional Mutual Fund - | Mutual Funds | — | — | $492K | 2.1% | |
| MFS MID CAP GROWTH CT MFS HERITAGE TRUST COMPANY · EIN 57-1000000 / PN 022 | Common Collective Trust | — | — | $426K | 1.8% | |
| NT ACWI EXUS IMI NONLEND TIER NORTHERN TRUST INVESTMENTS, INC. · EIN 20-3280779 / PN 001 | Common Collective Trust | — | — | $425K | 1.8% | |
| INTERNATIONAL EQUITY FUND R1 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6746540 / PN 001 | Common Collective Trust | — | — | $344K | 1.4% | |
| Driehaus Emerging Markets Growth Institutional Mutual Fund - | Other securities | — | — | $269K | 1.1% | |
| American New Perspective R6 Mutual Fund - | Other securities | — | — | $206K | 0.9% | |
| NT AGGR BD IDX NON LEND TIER 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 27-6124985 / PN 001 | Common Collective Trust | — | — | $202K | 0.9% | |
| COHEN STEERS US REALTY CT COHEN AND STEERS · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $148K | 0.6% | |
| JPMorgan U.S. Government Money Market Capital Mutual Fund - | Cash / Money Market | — | — | $15K | <0.1% | |
| GG CAP GROUP 2065 TD TRUST CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
